Get Investment Change Form For Elite Or Elite Xl - Empire Life

This guide aims to provide clear and detailed instructions for completing the Investment Change Form For Elite Or Elite XL from Empire Life online. Following these steps will ensure that users can efficiently navigate each section of the form and submit their investment changes with confidence.

Follow the steps to successfully complete the investment change form.

1. Click ‘Get Form’ button to access the Investment Change Form and open it in your preferred editor.
2. In the first section, enter your policy number, first name, last name, initial, advisor code, and dealer/rep code in the designated fields. Ensure that all information is accurate and printed in block letters.
3. Proceed to the Transfers section. Select either the one-time transfer or scheduled transfer option. Specify the transfer amount and indicate both the originating fund name and fund code. Provide the destination fund name and fund code.
4. For the Treasury Interest Option and Guaranteed Interest Option (GIO), fill out the required terms and amounts, adhering to any minimum deposit stipulations, and attach a void cheque if applicable.
5. In the Investment Instructions section, select your source for additional deposits, entering fund names and codes along with the desired allocation percentages or dollar amounts.
6. If requesting a change to the Guaranteed Interest Option term, select the desired term and fill in the applicable interest rate and maturity date fields.
7. Complete the Surrenders section by indicating whether it is a full or partial surrender and providing any necessary financial instructions for cheque mailing or EFT deposits along with a void cheque if needed.
8. For Scheduled Surrenders, specify the frequency and start date, ensuring that any necessary void cheque attachments are provided.
9. Complete the Pre-Authorized Debit (PAD) section by selecting whether to start or change the PAD arrangements, detailing frequency and start date, and attaching a void cheque as applicable.
10. In the Maturity and Death Benefit Guarantees Reset section, indicate if you're requesting a reset. Note any limits that apply to your policy.
11. Provide any special instructions in the relevant section to clarify specific requests or requirements.
12. Finally, complete the Declaration and Authorization section by signing and dating the form. Ensure all necessary co-signatures and additional signatories are included where required.
13. Once the form is fully completed, save your changes, and prepare to download, print, or share the form for submission.

Complete your Investment Change Form online today to ensure your investment preferences are accurately updated and managed.